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Personality Test

Section 1 of 2
Select the words that typically describe your personality. Select all that apply.

Verbal Frugal
Tolerant
Enterprising
Creative Consistent Adaptable Problem Solver
Spontaneous Predictable Cooperative Determined
Unstructured Organized Cautious Bold
Impulsive Structured Tactful Strategic
Social Conventional Collaborative Demanding
Improvised Detailed Passive Decisive
Conceptual Factual Sensitive Forceful
Enthusiastic Rules-Oriented Reserved Competitive
Instinctive Perfectionist Reliable Aggressive
Group-Oriented Analytical Patient Controlling
Informal Conscientious Confirming Assertive

Section 2 of 2
Select the answer that best describes you for each question.

1. I do not like to adhere to a budget.
Strongly Agree Agree Disagree Strongly Disagree

2. I tend to be impulsive when making purchases.
Strongly Agree Agree Disagree Strongly Disagree

3. I do not enjoy financial planning.
Strongly Agree Agree Disagree Strongly Disagree

4. It is important to me that I have my own mad money that is not controlled.
Strongly Agree Agree Disagree Strongly Disagree

5. My organizational skills enhance my ability to manage my finances.
Strongly Agree Agree Disagree Strongly Disagree

6. I am a disciplined saver.
Strongly Agree Agree Disagree Strongly Disagree

7. I currently have written financial goals or have had them in the past.
Strongly Agree Agree Disagree Strongly Disagree

8. My financial decisions are swayed more by factual analysis than feelings.
Strongly Agree Agree Disagree Strongly Disagree

9. I prefer to purchase things with a set price rather than negotiating a "deal".
Strongly Agree Agree Disagree Strongly Disagree

10. I seek out the input of several people before making a financial decision.
Strongly Agree Agree Disagree Strongly Disagree

11. I collaborate with my spouse (if applicable) and/or others when setting and achieving my financial goals.
Strongly Agree Agree Disagree Strongly Disagree

12. I will, at times, withhold my opinion to avoid conflict with my spouse or others when making a financial decision.
Strongly Agree Agree Disagree Strongly Disagree

13. I can tolerate losing part of my investment if there is also a potential of a big return.
Strongly Agree Agree Disagree Strongly Disagree

14. I tend to be critical of my spouse or others regarding their handling of finances.
Strongly Agree Agree Disagree Strongly Disagree

15. I am confident in giving financial advice to others.
Strongly Agree Agree Disagree Strongly Disagree

16. I like to compare my financial situation to others.
Strongly Agree Agree Disagree Strongly Disagree
 
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